20 episodes

Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.

Intelligent Money Minute Hans Blake, CFA, CPA

    • Investing
    • 5.0 • 1 Rating

Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.

    An Introduction to ETFs with Matt Hougan

    An Introduction to ETFs with Matt Hougan

    In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the definition of ETF and how they compare to mutual funds. An Exchange Traded Fund (ETF) is a type of security with a collection of securities like stocks and typically tracks an underlying index. Although there are similarities to mutual funds, ETFs have distinct differences that may provide strategic advantages to a portfolio. Matt calls ETFs the modern version of mutual funds and highlights their potential tax advantages. The most significant difference between mutual funds and ETFs is ETFs trade like stocks. During this episode, Matt reveals what he coined the “hidden secret” of ETFs and why they don’t return capital gains.

    At Intelligent Investing, one of our four unique factors is to minimize fees, and we believe taxes are another fee that should be minimized. You can learn more about what makes us unique by going to What Makes Us Different. We are excited to be interviewing Matt Hougan, and we have several more episodes where we explore the ins and outs of ETFs, bitcoin, and blockchain, so be sure to subscribe to our podcasts to hear all the interviews.

    Matt Hougan Bio

    Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Global Head of Research for Bitwise Asset Management, creator of the world’s first cryptocurrency index fund. Hougan is also Chairman of Inside ETFs, the world’s largest ETF conference. He was previously CEO of ETF.com, where he helped build the world’s first ETF data and analytics system. Hougan is co-author of the CFA Institute’s Monograph on ETFs. He’s also a crypto columnist for Forbes, and a three-time member of the Barron’s ETF Roundtable. For more resources from Matt Hougan click here.

     

    • 6 min
    Remarriage Can Be a Tough Conversation

    Remarriage Can Be a Tough Conversation

    On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how remarriage can be a tough conversation. Kathleen gives advice on how to have the conversation of remarriage with your widowed clients. Speaking from personal example, she shares the process of becoming ready to remarry. She also sheds light on the types of conversations she and her new husband have had. Of top priority was the communication with and among their children. Also of importance was discussing their finances (i.e. estate plans, housing, prenuptial agreements, etc.) Maximizing communication with family and a new spouse is imperative because of the deep emotions that can be involved. A helpful article for having this conversation with your client can be found here. 

    As Kathleen mentioned, money can be a topic that can divide spouses and family members. At Intelligent Investing, one of our unique factors that makes us different is how we strive to unify families in financial communication. We’d love to be the bridge between spouses and multiple generations to make sure everyone is on the same page when it comes to money. To learn more about our unique factors visit What Makes Us Different.

    On upcoming podcasts, Kathleen will talk about the three stages of widowhood- Grief, Growth, and Grace, so be sure to subscribe by clicking here.

    Kathleen Rehl Bio

    Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Experiencing widowhood herself, Dr. Rehl empowers widows financially™ and inspires their advisors. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications. Rehl owned a financial planning firm for 17 years before retiring to her “encore” career. She walks an hour daily, practices yoga, enjoys art and music festivals, writes poetry and makes art, loves her grandsons . . . and continues to evolve on her journey.

     

    • 5 min
    Common Mistakes by Pre-Retirees

    Common Mistakes by Pre-Retirees

    On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on common mistakes made by pre-retirees. Larry discusses several mistakes he has noticed made by pre-retirees. To begin, he states the well-known phrase, “Those who fail to plan, plan to fail.” Though a pre-retiree may have a well-thought-out investment plan, a plan must be made for a successful life after retirement. This can create a complex problem because necessary “ingredients” are left out. Important issues to consider are estate planning, long-term care, and elder abuse. Most noted is the need for a good wealth advisor or quarterback. A good wealth advisor incorporates all of the issues and creates a comprehensive plan. In conclusion, the financial advisor should coordinate with all involved: the tax advisor, the estate planning attorney, the family members, and, most importantly, the client. 

    We know you’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now. We’d love to grab a coffee to see how we may best serve you and your family.

    We’ll be interviewing Larry on several podcasts regarding markets, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.

    Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books.

    Larry Swedroe Bio

    Since joining the Buckingham Strategic Wealth in 1996, Chief Research Officer Larry Swedroe has spent his time and energy educating investors on the benefits of evidence-based investing.

    In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.

    Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and ETF.com.

    Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage and senior vice president at Citicorp.

    Larry holds an MBA in finance and investment from NYU and a bachelor’s degree in finance from Baruch College.

    • 7 min
    How to Use a Donor-Advised Fund with a Financial Advisor

    How to Use a Donor-Advised Fund with a Financial Advisor

    On today’s Intelligent Money Minute, we’ll interview John Putnam on how to use a donor-advised fund (DAF) with a financial advisor. John gives us three insightful reasons to seek your financial advisor concerning your DAF. First, your financial advisor can help you explore the DAF space. It is helpful to ask your financial advisor if the DAF fits with your overall plan. Second, you may want to ask your financial advisor about investment options concerning your DAF. John notes that, as always, investment is a risk. However, there is a potential to grow your investment overtime. Third, discussing your DAF with your financial advisor could help with record-keeping from a tax standpoint. Annually, tax receipts from multiple charities could be simplified into one receipt from a DAF sponsor. Noted is the possibility of a donor approaching their DAF aggressively, desiring a moderate approach to their outside assets.

    At Intelligent Investing, we can help you create a donor advised fund and even manage the assets within the donor advised fund differently than your retirement funds…perhaps dialing up the donor advised fund’s risk up or down. If you are interested in having a 15 minute complimentary call to discuss this or retirement planning, click here.

    More From John

    We’ll be interviewing John Putnam on future podcasts on creative ways to give charitably, how to use a donor-advised fund, and charitable giving with Young Children, so be sure to subscribe.

    John Putnam Bio

    John is an author, speaker, Kingdom entrepreneur and non-profit leader of NCF Carolinas. He grew up on a cattle farm in Cherryville, NC (that’s ‘Churvul’ for you locals ☺), and attended college at N.C. State. Above all, John is married to his wife Anne and the father of three children. 

    John led a thriving financial services practice for over 20 years. Following his passion for stewardship, he launched a Charlotte, NC affiliate of National Christian Foundation. On January 1, 2018, the office merged with NCF Raleigh to become NCF Carolinas. To His glory alone, God has used the NCF Carolinas team to help mobilize hundreds of millions of dollars for Kingdom impact. John’s professional background is as a former Certified Financial Planner, a trained Life Planner through The Paterson Center and a graduate of Charlotte Leadership Forum. He has worked alongside the Halftime organization, a two-time graduate of The Masters Program and a past Strategic Coach participant. He enjoys sharing through media, workshops and his website at JohnPutnam.com. 

    • 4 min
    Why Widows Are Hot

    Why Widows Are Hot

    On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why widows are hot. During this episode, Kathleen explains why widows are hot and how the future is female. First, she states several statistics concerning the high percentage of widowed/singled women at death. Compared to men, significantly more women are widowed or single when they die. Kathleen also mentions that most of the world’s wealth is being controlled by women today. This is due to many women being beneficiaries of an inheritance. Lastly, Kathleen remarks on the number of women today in higher education. Investors, and professionals alike, should plan on working with women due to the rise in widowhood.

    At Intelligent Investing, we understand there is a current shift and the statistics are clear that there will be a rise in widows and widowhood. Here is a link to the book Kathleen mentioned- The Longevity Economy on our blog page. We also have a page dedicated to widows at investedwithyou.com, where you can find information and content geared towards widows and women.

    On upcoming podcasts, Kathleen will talk about the three stages of widowhood- Grief, Growth, and Grace, so be sure to subscribe by clicking here.

    Kathleen Rehl Bio

    Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Experiencing widowhood herself, Dr. Rehl empowers widows financially™ and inspires their advisors. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications. Rehl owned a financial planning firm for 17 years before retiring to her “encore” career. She walks an hour daily, practices yoga, enjoys art and music festivals, writes poetry and makes art, loves her grandsons . . . and continues to evolve on her journey.

     

    • 4 min
    How Diversification is Like Taking a U.S. Road Trip

    How Diversification is Like Taking a U.S. Road Trip

    On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how diversification is like a U.S. road trip. Larry begins by stating that in a world of uncertainty, diversification is the only prudent strategy. No one can know the future; therefore, it is wise to diversify across various sources of risks and returns. Larry continues by making the comparison of diversification to a U.S. road trip from New York to San Francisco. Imagine that in each leg of your trip you only travel half of the remaining distance. You are getting closer to, but not completely arriving at your destination. Each leg adds less distance.

    Diversification works in the same way. The most important diversification is the addition of the right amount of fixed income to dampen the risk of the overall portfolio. This gets you halfway across the country. From here, each “leg” adds less value, but you’ve already gone almost the whole distance. Larry notes that typically 8-10 mutual funds are, at most, all you will need.

    At Intelligent Investing, we strongly believe in diversification. We believe that it may not be best to own one thing to make a killing in it. However, by doing so, this may prevent you from not owning enough of any one thing to be able to get killed by it.

    We’ll be interviewing Larry on several podcasts regarding markets, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.

    Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books.

    Larry Swedroe Bio

    Since joining the Buckingham Strategic Wealth in 1996, Chief Research Officer Larry Swedroe has spent his time and energy educating investors on the benefits of evidence-based investing.

    In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.

    Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and ETF.com.

    Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage and senior vice president at Citicorp.

    Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.

    • 7 min

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